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How to Copy the Working Baseline Version to the Approved Baseline Version


After completing this how-to you will have learnt how to copy a working baseline version to an approved baseline version. 

Note that it is only possible to perform this action if the status of all control accounts in the working version are set to approved by the project manager.

First Step

Begin by choosing the project in the assigned projects dropdown, then click the tile labeled "Copy Working to Approved version" in the Planning and Budgeting Dashboard as shown below;

Second Step

The Plan copy application will be opened and the appropriate planning version will be predefined, then simply;

  1. Enter the change request number (or use the drop down to find the change request number)
  2. Click Go!

The results of the copy will be displayed.

What's Next

Snapshot the Baseline, see the next How-To guide...

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